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Basic Estate Planning

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Trust Planning

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Medicaid Planning And MedicaidApplications

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Planning For Individuals With Disabilities

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Probate And EstateAdministration

Month: October 2013

Wills – self proving affidavit

When a person who has a Last Will and Testament dies with assets titled in his/her name alone, the Will normally must be submitted to the Court in a proceeding is known as “Probate.” As part of the Probate of the Will, the Witnesses who watched the execution of the...

Transfer of assets – court case

Under the Medicaid transfer penalty rules, any transfers made within five years from the date of the Medicaid application will be presumed by the Medicaid Agency to have been made for the purpose of depleting assets to qualify for Medicaid and subject to a transfer...